Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-46,250
Closed -$1.77M 216
2023
Q3
$1.77M Sell
46,250
-936
-2% -$35.7K 0.48% 59
2023
Q2
$2.15M Buy
47,186
+313
+0.7% +$14.3K 0.59% 46
2023
Q1
$2.1M Sell
46,873
-4,049
-8% -$181K 0.62% 45
2022
Q4
$2.24M Buy
50,922
+17,122
+51% +$753K 0.74% 48
2022
Q3
$1.42M Buy
+33,800
New +$1.42M 0.6% 53